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National Bankshares (NKSH)
NASDAQ:NKSH
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National Bankshares (NKSH) AI Stock Analysis

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NKSH

National Bankshares

(NASDAQ:NKSH)

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Outperform 79 (OpenAI - 5.2)
Rating:79Outperform
Price Target:
$48.00
â–²(17.70% Upside)
Action:Reiterated
Date:08/18/26
The score is driven primarily by strong financial resilience (notably the very clean leverage profile and solid profitability/cash conversion), supported by a positive technical uptrend and reasonable valuation with a strong dividend. Offsetting factors include the recent TTM revenue decline, near-overbought momentum signals, and a near-term earnings hit from the securities portfolio restructuring despite its longer-term yield benefits.
Positive Factors
Conservative Balance Sheet
The absence of reported debt materially limits financial risk and interest burden, giving the bank flexibility through changing credit and rate conditions. Stable-to-growing equity and healthy TTM ROE further support durable capital strength.
Negative Factors
TTM Revenue Decline
The substantial top-line contraction indicates pressure on the bank’s revenue base and may reflect weaker spread income or business activity. Sustained revenue recovery is needed to demonstrate that recent profitability improvement can persist over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
The absence of reported debt materially limits financial risk and interest burden, giving the bank flexibility through changing credit and rate conditions. Stable-to-growing equity and healthy TTM ROE further support durable capital strength.
Read all positive factors

National Bankshares (NKSH) vs. SPDR S&P 500 ETF (SPY)

National Bankshares Business Overview & Revenue Model

Company Description
National Bankshares, Inc. operates as the bank holding company for the National Bank of Blacksburg that provides retail and commercial banking products and services to individuals, businesses, non-profits, and local governments. The company accept...
How the Company Makes Money
National Bankshares primarily makes money through its bank subsidiary by generating net interest income and noninterest income. (1) Net interest income: The core earnings driver is the spread between interest earned on interest-earning assets (pri...

National Bankshares Financial Statement Overview

Summary
Financial statements point to a conservatively financed bank with strong balance sheet support (zero debt reported; healthy TTM ROE ~10.9%) and solid cash conversion (TTM FCF slightly above net income). The primary drag is top-line pressure, with TTM revenue down ~16% and a history of earnings/margin volatility.
Income Statement
72
Positive
Balance Sheet
86
Very Positive
Cash Flow
78
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue72.18M85.31M79.08M68.19M62.51M53.41M
Gross Profit45.76M55.58M44.13M47.90M58.72M50.71M
EBITDA13.38M20.64M10.26M19.43M32.37M25.27M
Net Income20.31M15.83M7.62M15.69M25.93M20.38M
Balance Sheet
Total Assets1.83B1.82B1.81B1.66B1.68B1.70B
Cash, Cash Equivalents and Short-Term Investments661.51M82.73M141.50M705.20M728.28M824.87M
Total Debt0.000.000.000.000.000.00
Total Liabilities1.64B1.64B1.66B1.51B1.55B1.51B
Stockholders Equity192.23M184.91M156.41M140.52M122.69M191.75M
Cash Flow
Free Cash Flow21.14M15.15M6.18M14.03M28.24M22.56M
Operating Cash Flow20.07M17.89M9.44M15.52M29.50M22.88M
Investing Cash Flow-50.31M-39.18M15.79M53.19M-129.71M-193.25M
Financing Cash Flow-8.05M-27.58M-3.71M-53.54M32.85M175.28M

National Bankshares Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price40.78
Price Trends
50DMA
38.66
Positive
100DMA
37.33
Positive
200DMA
35.95
Positive
Market Momentum
MACD
0.66
Positive
RSI
51.68
Neutral
STOCH
23.21
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NKSH, the sentiment is Neutral. The current price of 40.78 is below the 20-day moving average (MA) of 41.53, above the 50-day MA of 38.66, and above the 200-day MA of 35.95, indicating a neutral trend. The MACD of 0.66 indicates Positive momentum. The RSI at 51.68 is Neutral, neither overbought nor oversold. The STOCH value of 23.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NKSH.

National Bankshares Risk Analysis

National Bankshares disclosed 31 risk factors in its most recent earnings report. National Bankshares reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

National Bankshares Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
$259.79M12.8010.92%4.47%5.28%79.93%
72
Outperform
$277.50M12.1811.08%3.49%7.03%69.03%
71
Outperform
$279.33M11.2914.00%2.14%10.02%67.97%
71
Outperform
$226.21M12.039.83%3.06%20.33%59.91%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
59
Neutral
$239.39M-7.64-8.75%0.91%-9.20%-302.27%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NKSH
National Bankshares
40.70
9.91
32.20%
ATLO
Ames National
31.43
12.22
63.63%
INBK
First Internet Bancorp
27.44
2.42
9.67%
FRAF
Franklin Financial Services
62.07
16.59
36.48%
EFSI
Eagle Financial Services
41.62
6.23
17.61%

National Bankshares Corporate Events

Business Operations and StrategyFinancial DisclosuresM&A Transactions
National Bankshares Repositions Securities Portfolio for Higher Yields
Positive
Jul 2, 2026
On July 2, 2026, National Bankshares, Inc. completed a strategic repositioning of a portion of its available-for-sale securities portfolio, selling $131.87 million in lower-yield securities and purchasing $127.33 million in higher-yield instrument...
Business Operations and StrategyExecutive/Board Changes
National Bankshares Extends Consulting Role for Former CEO
Positive
Jul 1, 2026
National Bankshares, Inc. and its subsidiary, The National Bank of Blacksburg, have extended their relationship with F. Brad Denardo, the bank’s chairman and former president and chief executive officer, through a new consulting agreement ef...
Business Operations and StrategyFinancial Disclosures
National Bankshares Highlights Strong Q1 2026 Performance
Positive
May 18, 2026
On May 18, 2026, National Bankshares released an investor presentation detailing its first-quarter 2026 performance, highlighting GAAP net income of $4.98 million, or $0.78 per share, and core net income of $4.80 million, or $0.75 per share, repre...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 18, 2026